Belpointe Asset Management’s National Grid NGG Stock Holding History

Belpointe Asset Management’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,066	Closed	-$68.4K	–	2347
2023 Q1	$68.4K	Buy	1,066 +387	+57%	+$23.2K	﹤0.01%	1531
2022 Q4	$38.6K	Buy	+679	New	+$36.3K	﹤0.01%	1765
2020 Q1	–	Sell	-2,096	Closed	-$116K	–	725
2019 Q4	$116K	Buy	+2,096	New	+$108K	0.01%	727

Other funds holding NGG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Belpointe Asset Management's NGG Position: Q2 2023 in Review

Belpointe Asset Management sold out of National Grid (NGG) in Q2 2023, closing a stake of 1,066 shares — an estimated $68.4K sold.

Belpointe Asset Management first reported a position in NGG in Q4 2019 and held it in 3 quarters. The position peaked at $116K in Q4 2019. 405 funds tracked by Wall St. Rank hold NGG as of Q2 2023.

Belpointe Asset Management reported no remaining National Grid position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,066 National Grid shares in Q2 2023, an estimated $68.4K.
Belpointe Asset Management first reported a position in National Grid in Q4 2019 and held it in 3 quarters.
Belpointe Asset Management's National Grid position peaked at $116K in Q4 2019.
405 funds tracked by Wall St. Rank held National Grid as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.